Salomon & Ludwin’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Salomon & Ludwin’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Sell	1,114 -36	-3%	-$3.79K	0.01%	224
2025 Q4	$119K	Hold	1,150	–	–	0.01%	211
2025 Q3	$117K	Hold	1,150	–	–	0.01%	207
2025 Q2	$113K	Hold	1,150	–	–	0.01%	179
2025 Q1	$106K	Hold	1,150	–	–	0.01%	172
2024 Q4	$110K	Hold	1,150	–	–	0.01%	165
2024 Q3	$110K	Hold	1,150	–	–	0.01%	178
2024 Q2	$101K	Hold	1,150	–	–	0.01%	189
2024 Q1	$104K	Buy	+1,150	New	+$99K	0.01%	245

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Salomon & Ludwin's IVOV Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 3.1% in Q1 2026, selling an estimated $3.79K and leaving 1,114 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #224.

Salomon & Ludwin first reported a position in IVOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $119K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Salomon & Ludwin held 1,114 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $114K as of Q1 2026.
Salomon & Ludwin sold 36 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $3.79K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #224 holding.
Salomon & Ludwin first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 9 quarters since.
Salomon & Ludwin's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $119K in Q4 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.